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Schwab Strategic Tr cmn shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 35k 75.98
2023-12-31 $766k 11k 70.10
2023-09-30 $2.4M 37k 64.46
2023-06-30 $2.4M 36k 67.09
2023-03-31 $2.4M 36k 65.58
2022-12-31 $2.4M 36k 66.02
2022-09-30 $2.5M 42k 58.51
2022-06-30 $2.6M 42k 62.42
2022-03-31 $3.0M 42k 71.40
2021-12-31 $2.1M 29k 73.22
2021-09-30 $2.9M 43k 68.37
2021-06-30 $2.9M 43k 68.37
2021-03-31 $2.3M 35k 65.29
2020-12-31 $1.9M 32k 59.53